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Sales and advice solutions for financial services

We help financial institutions sell more and advise clients better

Banks, financial advisers, insurers and wealth managers use Finantix's software to boost performance of client-facing employees.
Our multichannel solutions support front-end processes and customer interactions relevant to both your individual and corporate clients.
Finantix tablet apps are built natively for the iPad and can be used to make client meetings more engaging and collaborative.

All Finantix solutions share the same enterprise-grade and flexible technical architecture.
We operate worldwide and have clients in more than 20 countries.
Industry analysts and thought leaders give very high ratings to both our solutions and our technology.
We take pride in partnering with leading consultancies and IT vendors to offer incisive and integrated solutions.